PWZ

Invesco California AMT-Free Municipal Bond ETF
$24.05-0.15 (-0.64%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.8435141710302794e+267B

Total Value

$4.4539371030670007e+201T

% of Float

Price History

$22.71$23.34$23.98$24.62$25.25Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Wealthfront Advisers LLC18,435,141$445.4M1.00%Share
2Align Financial, LLC71,030$71.0M0.04%Share
3MERCER GLOBAL ADVISORS INC /ADV2,795,200$67.0M0.10%Share
4Gerber Kawasaki Wealth & Investment Management1,749,867$42.3M1.48%Share
5Stratos Wealth Partners, LTD.1,317,528$31.8M0.36%Share
6SYON CAPITAL LLC1,288,795$31.0M1.55%Share
7Composition Wealth, LLC1,195,177$28.9M0.41%Share
8BANK OF AMERICA CORP /DE/719,130$17.0M0.00%Share
9EP Wealth Advisors, LLC737,566$17.0M0.09%Share
10GUGGENHEIM CAPITAL LLC654,313$15.0M0.11%Share
11LPL Financial LLC597,009$14.0M0.00%Share
12MORGAN STANLEY548,602$13.0M0.00%Share
13FIRST FOUNDATION ADVISORS307,196$7.4M0.28%Share
14BANK OF AMERICA CORP /DE/234,488$5.0M0.00%Share
15FIRST AMERICAN TRUST, FSB230,431$5.0M0.34%Share
16JPMORGAN CHASE & CO228,973$5.0M0.00%Share
17JANE STREET GROUP, LLC224,813$5.0M0.00%Share
18Elmwood Wealth Management, Inc.128,675$3.1M0.98%Share
19WELLS FARGO & COMPANY/MN140,909$3.0M0.00%Share
20Mariner, LLC131,161$3.0M0.00%Share
21KEYBANK NATIONAL ASSOCIATION/OH107,379$2.6M0.01%Share
22Hennion & Walsh Asset Management, Inc.99,712$2.4M0.08%Share
23Chatterton & Associates Inc.92,381$2.2M1.91%Share
24SteelPeak Wealth, LLC86,874$2.1M0.07%Share
25UBS Group AG84,933$2.1M0.00%Share
26SimpliFi, Inc.82,932$2.0M0.85%Share
27FMR LLC93,117$2.0M0.00%Share
28Farther Finance Advisors, LLC77,883$1.9M0.02%Share
29McNaughton Wealth Management, LLC75,860$1.8M0.75%Share
30LODESTAR PRIVATE ASSET MANAGEMENT LLC69,375$1.7M0.17%Share
31Elequin Capital, LP60,957$1.5M0.11%Share
32Compound Planning, Inc.60,539$1.5M0.04%Share
33Robertson Stephens Wealth Management, LLC52,356$1.3M0.03%Share
34Impact Investors, Inc45,028$1.1M0.75%Share
35FOCUS Wealth Advisors, LLC44,460$1.1M0.50%Share
36Affinity Capital Advisors, LLC41,487$1.0M0.14%Share
37WELLS FARGO & COMPANY/MN78,584$1.0M0.00%Share
38RAYMOND JAMES FINANCIAL INC54,049$1.0M0.00%Share
39COMMONWEALTH EQUITY SERVICES, LLC56,788$1.0M0.00%Share
40Prospera Financial Services Inc41,555$1.0M0.02%Share
41HighTower Advisors, LLC81,381$1.0M0.00%Share
42Cambridge Investment Research Advisors, Inc.49,192$1.0M0.00%Share
43StoneX Group Inc.71,743$1.0M0.04%Share
44GOLDMAN SACHS GROUP INC45,193$1.0M0.00%Share
45SUSQUEHANNA INTERNATIONAL GROUP, LLP45,677$1.0M0.00%Share
46NORTHERN TRUST CORP72,628$1.0M0.00%Share
47JONES FINANCIAL COMPANIES LLLP76,971$1.0M0.00%Share
48AMERIPRISE FINANCIAL INC68,875$1.0M0.00%Share
49Atlas Legacy Advisors, LLC37,418$904K0.16%Share
50Shared Vision Wealth Group LLC35,309$852K0.34%Share